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Brown & Brown

808 hedge funds and large institutions have $21.1B invested in Brown & Brown in 2024 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 307 increasing their positions, 259 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
+60
Holders Change %
+8.02%
% of All Funds
11.69%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
117
Increased
307
Reduced
259
Closed
52
Calls
$28.5M
Puts
$1.15M
Net Calls
+$27.4M
Net Calls Change
+$1.75M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
676
Montag & Associates
Georgia
$122K +$20.4K +197 +20%
AWM
677
Atticus Wealth Management
Florida
$121K
SWM
678
Spire Wealth Management
Virginia
$118K -$1.87K -18 -2%
PCM
679
Penserra Capital Management
California
$118K +$1.33K +13 +1%
SIS
680
Sound Income Strategies
Florida
$114K
SIM
681
Sentry Investment Management
Wisconsin
$106K
GEA
682
Glen Eagle Advisors
New Jersey
$104K -$25.9K -250 -20%
CFGS
683
Concourse Financial Group Securities
Alabama
$103K +$36.3K +350 +54%
CI Investments Inc
684
CI Investments Inc
Ontario, Canada
$101K +$1.87K +18 +2%
PPC
685
Park Place Capital
Alabama
$93.8K +$4.87K +47 +5%
TWC
686
TD Waterhouse Canada
Ontario, Canada
$92.4K -$203K -1,934 -69%
MPWT
687
MassMutual Private Wealth & Trust
Connecticut
$88.3K -$6.63K -64 -7%
AGWCA
688
Annis Gardner Whiting Capital Advisors
Florida
$88K
SOW
689
State of Wyoming
Wyoming
$84.8K +$10.3K +99 +14%
PFBT
690
Parkside Financial Bank & Trust
Missouri
$81.7K -$18K -174 -18%
CPBTD
691
Central Pacific Bank - Trust Division
Hawaii
$78.4K -$1.84M -17,754 -96%
QL
692
Quarry LP
New York
$78.1K +$78.1K +754 New
CH
693
Cromwell Holdings
Wyoming
$72.4K
QC
694
Quent Capital
New York
$71K +$4.13K +40 +6%
C
695
Covestor
United Kingdom
$70K -$4.94K -48 -7%
GCM
696
Gables Capital Management
Florida
$69.2K
CA
697
Continuum Advisory
Idaho
$68.5K
AF
698
Allworth Financial
California
$68.1K +$2.49K +24 +4%
SAM
699
Smartleaf Asset Management
Massachusetts
$62K +$27.1K +264 +78%
GWSG
700
GPS Wealth Strategies Group
Colorado
$61K